How to generate Estimates
Estimates in Giddh are useful when you want to provide your customer with a quotation or cost proposal before creating an invoice. These can later be converted into actual invoices once confirmed.
Step 1: Access the Estimates Section
To open the estimate creation page:
Press Ctrl + G (Windows) or Cmd + G (Mac) to open the global search bar
Type “Estimate” and select the appropriate option
OR
Please refer to the URL below to access the Estimate page.
https://books.giddh.com/pages/vouchers/estimates/create
Step 2: Select or Add a Customer
Choose an existing customer from the dropdown list
If the customer is new, click “Add Customer” to enter their basic information such as: Customer Name, Email ID, Mobile Number, Billing/Shipping Address
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Providing complete and accurate customer details helps link the estimate correctly to their account.
Step 3: Add Product/Service Details
Enter the items being estimated: product name, quantity, rate, and applicable taxes.
If you're adding multiple items, use the "Add Bulk Entries" option to save time.
Include any discounts (fixed or percentage) where applicable.
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Step 4: Finalize and Create
After filling in all details:
Click on the “Create” button to save the estimate.
Alternatively, you can use:
Create & Send – to generate the estimate and immediately send it to the customer via email.
Create & Print – to generate the estimate and directly print a physical copy for your records or client.
The estimate will now be available under your estimates list and can later be converted into a sales invoice if approved by the customer.